Education

So much to learn.

At its core, IMPACT is about advancing the industry by ensuring that the latest knowledge and insights vital to running a successful practice are shared across the RIA community. Every session and presentation is geared toward continued firm success.

A unique, complete approach.


Learn the latest ways to maintain peak firm performance.

Adopt the latest strategies for delighting clients.

Know how every shift affects you.

Keynote Sessions

Gain new perspectives.


Always a highlight at IMPACT, these large-format sessions feature internationally renowned speakers who never fail to inspire, entertain, and challenge us to see things with a fresh perspective.  

Education Sessions

Learning you can leverage.


Our many education sessions run concurrently during IMPACT. Each equips you with new insights on specific topics that you can implement right away.

Get credit for learning.


At IMPACT we offer continuing education credit for the following accreditations:

Credit for Certified Financial Planner™ (CFP®)

Credit for Investments & Wealth Institute (IWI)

Credit for Continuing Professional Education for CPAs (CPE)

We know it takes a lot to earn and maintain credit. Our credit FAQ has answers to help you navigate the IMPACT credit process.
Still have questions? Email credit2@schwab.com your questions, including those involving administrative policies, complaints, self-reporting, or other designations not listed above.